FinQuery, Formerly LeaseQuery

Sales Development Rep

• Engage prospects through cold outreach to communicate how FinQuery can solve lease accounting challenges
• Cold-call prospects and educate the market about FinQuery’s software
• Generate opportunities with net-new customers to support and enable Account Executives to close deals
• Research prospects, discover pain points, get access to decision-makers, and set meetings
• Communicate with potential clients via phone, email, and LinkedIn to develop interest in FinQuery’s software
• Follow an established sales process and participate in weekly coaching
• Participate in SDR training including virtual classroom learning, role-plays, and practice
• Generate sales-qualified leads and prospect via cold calls, email, and LinkedIn to establish solution value
• Receive leads from marketing (~40%) and be 100% responsible for generating additional prospects
• Measure success on daily activity metrics and monthly quota attainment
• Progress through a defined career path with opportunities to promote to Account Executive or Channel Partner roles

Sales Development Representative

Accounting Manager

• Engage with prospects and customers in a consultant role showing how our solutions can help meet their business and technical goals.
• In partnership with the sales team, formulate and execute a sales strategy to exceed revenue targets.
• Remain up to date with all of FinQuery’s products and services by attending product release meetings and provide feedback to the product team
• Collaborate with sales, marketing, and product teams providing customer feedback and influencing our go-to-market messaging
• Gather and document client requirements in order to translate requirements into software presentation that conforms to client needs.
• Prepare for meetings and tailor communications to address business needs of potential clients as part of the pre-sales process.
• Build deep relationships with customers to enable them to be FinQuery advocates.
• Continuously improve professional skills with a focus on personal mastery and team learning through activities such as training, reading, and seeking mentorship from others.
• Provide the marketing team with content for technical articles, blog comments, webinars, peer review, etc. and participate in webinars as a technical expert
• Partner with Customer Success Managers to answer escalated technical accounting and software questions as well as participate in customer calls, as needed
• Identify repeat request and how to resolve especially if it could be addressed during sales process/demo
• Develop an understanding of competitive analyses and differentiators between the company and its competitors.
• Develop a competent level of knowledge and technical hands-on experience across products, solutions, and sales propositions.
• Document all calls, emails, and other relevant sales activity in CRM accurately and timely.
• Keep up to date with all pronouncements by regulatory bodies and new developments with regards to lease accounting
• Represent FinQuery by adequately preparing for and participating in conferences and events.
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned.

Technical Accounting Consultant

Customer Support

• Exhibit POD domain proficiency
• Provide insights to clients on software functionality and workflow/best practices.
• Demonstrates initiative to problem solve and willingness to investigate platform functionality.
• Ability to maintain high levels of personal accountability and self-motivation.
• Communicates professionally with external and internal stakeholders.
• Create and Run Presentations
• Contribute to system FAQs
• Keep up to date with new product releases and enhancements
• Attend Weekly one-on-one meetings
• Attend Daily Standup meetings
• Accounting Responsibilities:
• Basic understanding of product-specific accounting guidance
• Review of internal and client-facing accounting articles
• Research relevant accounting guidance
• Clearly explain accounting guidance to customers
• Participate in system-focused presentations
• Lead Live Agent Hours/Webinars
• Technical Responsibilities:
• Growing technical knowledge to assist clients within the POD domain
• Communicates with the development team on any technical defects and software enhancements

Sales Development Representative

Technical Accounting Consultant

Customer Support Advisor II